MCM
EPR icon

Monument Capital Management’s EPR Properties EPR Stock Holding History

Monument Capital Management’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,818
Closed -$279K – 230
2025
Q3 		$279K Sell
4,818
-595
-11% -$33.4K 0.07% 177
2025
Q2 		$315K Buy
+5,413
New +$285K 0.08% 162

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Monument Capital Management's EPR Position: Q4 2025 in Review

Monument Capital Management sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 4,818 shares — an estimated $279K sold.

Monument Capital Management first reported a position in EPR in Q2 2025 and held it in 2 quarters. The position peaked at $315K in Q2 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Monument Capital Management reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Monument Capital Management sold 4,818 EPR Properties shares in Q4 2025, an estimated $279K.
  • Monument Capital Management first reported a position in EPR Properties in Q2 2025 and held it in 2 quarters.
  • Monument Capital Management's EPR Properties position peaked at $315K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Monument Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.